Verbum Real Estate

From the lead to the visit, the contract and the rent.

Leads, visits, contracts and what each client pays in one record, on the same inbox as WhatsApp, Instagram and e-mail.

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What stands out

Example: a lead asks about an apartment on WhatsApp. Verbum records the lead in the funnel, books the visit with the broker and, after the contract is signed, creates the monthly rent.

Illustration with invented data.

  • A funnel for sales and rentals

    Stages from new lead to visit, proposal and won, in the same inbox where the lead writes.

  • Your own contract, signed online

    Write the template or upload your PDF, send it through Clicksign and get an alert before it expires.

  • Rent and installments

    A title per month for the rent, with a manual adjustment, and installments for the down payment and the sale.

Verbum Real Estate

What you can do

Service and leads

  • One inbox

    WhatsApp, Instagram and e-mail on the same screen, with AI suggesting the reply and a person approving it.

  • Leads, owners and tenants

    A record with life cycle, origin, lead status, priority and next action with date and owner. Families for couples and co-owners, and duplicates unified.

  • Funnel for sales and rentals

    Stages new lead, qualification, visit scheduled, visit done, proposal, won, nurturing and lost, which you can edit, with owner, next action and value.

  • Commercial record

    One negotiation per customer, with origin, value, meetings and the outcome.

    Available on request

  • Lead qualification with AI

    The AI asks questions, proposes a meeting and prepares drafts for a person to approve.

    Available on request

  • Instagram comments

    Reply, hide or delete comments from the inbox, with the history of edits.

  • Meta ads linked to contacts

    Follow the campaigns and the spend of the Meta ads, linked to the contacts that arrive, through guided onboarding.

    Available on request

  • Segments and CSV import

    Build segments, import and export contacts by CSV and unify duplicates.

Visits and deadlines

  • Schedule for visits

    Register the broker as a professional and the visit as a type of service. Book, confirm, reschedule, cancel and record attendance, with Google and iCloud sync. The visit has no field for the address of the property.

    Available on request

  • Follow-up tasks

    A task linked to a contact, with deadline, checklist and reminder.

    Available on request

Contracts

  • Sale and lease templates with signature

    Write your template, or upload your PDF, with fields such as the address of the property, and send it through Clicksign. Guarantor and witnesses are supported roles. Verbum has no ready-made sale or lease template.

  • Amendment, renewal and expiry alert

    Amend and renew a contract, and the team gets a task 30, 15 and 7 days before it expires.

Finance and rent

  • Monthly rent

    One title per month, with pause, end and manual adjustment: you inform the new amount and the date. Verbum does not apply an index such as IGP-M or IPCA.

    Available on request

  • Down payment and installments of a sale

    A financial contract in up to 360 installments for a person, a company or a family.

  • Receivables and payables

    Installments, partial payments, cash book and cash flow, by customer, company or family.

  • Collection as a task

    An overdue installment becomes a task with an owner, and it closes by itself when it is paid.

    Available on request

  • Book by company

    Each company with its own receivables, cash and reports, and a consolidated view.

    Available on request

Relationship and questions

  • Satisfaction surveys (NPS)

    Create the survey, send it and automate the shipments, with score, themes and sentiment.

    Available on request

  • Knowledge base

    The rules of a visit and the commercial conditions, reviewed by a person, are what the AI uses to reply.

    Available on request

  • Ask Verbum

    Ask in plain language, in the console or on WhatsApp, and read the answer from your own data.

  • Reports

    Service, schedule, finance and tasks reports, with export to CSV and spreadsheet.

Verbum does not register properties, does not integrate with real estate portals and does not calculate rent adjustment, commission or transfer to the owner. The automatic visit reminder to the client is not available yet. Items marked as available on request are released per customer.

Frequently asked questions

Does it integrate with ZAP, VivaReal and OLX?

No. A lead that arrives by e-mail becomes a conversation, but the portals are not integrated.

Does it register my properties?

No. You record the interest of each lead in the commercial record, and the knowledge base, reviewed by a person, helps the AI answer.

Does it calculate rent adjustment and commission?

No. You inform the new rent and its date. Commission and transfer to the owner are recorded by hand.

Can I book visits?

Yes, with an adaptation: the broker is a professional and the visit is a type of service. It syncs with Google and iCloud. The automatic reminder to the client is not available yet.

Is there a ready-made sale or lease contract?

No. You write your own template, or upload your PDF, and send it through Clicksign, with guarantor and witnesses as roles.

On the same base as every Verbum

One inbox for WhatsApp, Instagram and e-mail, AI that suggests and people who approve, Ask Verbum, finance, schedule and contracts, all in the same record.

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